The U.S. has posted returns of nearly 30% so far this year on the back of one of the most highly concentrated and highly valued stock markets in history.

The U.S. has posted returns of nearly 30% so far this year on the back of one of the most highly concentrated and highly valued stock markets in history.
Amidst the volatility, Joe Jugovic is focused on opportunities as he highlights the recent takeout activity within our Canadian small cap strategy.
Over the years, Charlie Munger’s punchy, honest and wise viewpoints came to be known as Mungerisms. In tribute, we’ve commented on a few of our favourites.
How quality and value based investing seeks a balance between long-term growth and managing the risk of capital loss.
How margins of safety increase conviction even when we don’t have all the pieces of the puzzle.
Confidence in the Fed is high, but we focus on portfolio risk management just in case things aren’t as rosy as the market expects.